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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1776
Walled Lake Planning & Wealth Management
Illinois
$15K +$14.4K +138 New
CCMW
1777
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
IFAM
1778
Institutional & Family Asset Management
Colorado
$14K – – –
IRC
1779
Investors Research Corp
Georgia
$14K – – –
WCG
1780
Weaver Consulting Group
California
$14K – – –
APWM
1781
Atlas Private Wealth Management
New York
$14K +$13.7K +131 New
CFFP
1782
Center for Financial Planning
Michigan
$12K +$11.6K +111 New
APW
1783
Acima Private Wealth
Virginia
$11K – – –
AWM
1784
Avior Wealth Management
Nebraska
$11K – – –
BAM
1785
Bellevue Asset Management
Washington
$11K +$10.4K +100 New
CHA
1786
Carmichael Hill & Associates
Maryland
$11K +$10.4K +100 New
IIA
1787
ICW Investment Advisors
Arizona
$11K +$10.4K +100 New
PH
1788
Pinnacle Holdings
Oklahoma
$10.8K – – –
FA
1789
Financial Advantage
Maryland
$10K -$46.9K -450 -82%
LFG
1790
LifePlan Financial Group
Ohio
$10K – – –
SIAP
1791
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K – – –
ACM
1792
Anfield Capital Management
California
$10K +$8.96K +86 New
BBA
1793
Braun-Bostich & Associates
Pennsylvania
$10K +$8.96K +86 New
WCM
1794
Wealthcare Capital Management
Virginia
$10K +$9.17K +88 New
CI
1795
Cordant Inc
Oregon
$10K +$9.59K +92 New
AC
1796
Asio Capital
Kentucky
$10K +$10.4K +100 New
SWM
1797
Selective Wealth Management
Virginia
$9K – – –
HDIM
1798
Hanson & Doremus Investment Management
Vermont
$8K – – –
CCM
1799
Cribstone Capital Management
Maine
$7K -$2.71K -26 -29%
TIM
1800
Tortoise Investment Management
New York
$7K – – –
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